Business Development Operations Specialist
Core
Maintain business development pipeline data, coordinate proposals and contracting, and support onboarding for PwC's Asset and Wealth Managed Services team.
Role type
Business Development Operations Specialist
Builds
Business development pipeline, proposals, and client onboarding workflows
Domain
Financial services / Asset management
Deliverable
dashboards & analysis
Required skills
CRM administration, pipeline management, proposal coordination, contracting support, stakeholder coordination, data quality improvement, Excel, PowerPoint, SharePoint, Teams, Salesforce
Preferred skills
Power BI, Power Automate, regulated environment experience
Responsibilities
Maintain accurate CRM, opportunity, pipeline and client records; Prepare clear pipeline reports, forecasts and management dashboards; Coordinate proposals, credentials, approvals, timelines and follow-ups; Support contracting and onboarding through organised checklists, action logs and document control; Track dependencies, highlight delays and coordinate stakeholders to keep activities moving; Improve recurring workflows, reporting and data quality using approved tools.